Valeo Financial Advisors, LLC

Position in LNC — Lincoln National Corp

CIK 1722641 CARMEL, IN

Position in LNC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$343,425

+$1,915 QoQ

Shares Held

9,715

+1.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#332

of 614 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $4,154,630 across 6 Insurance - Life names. LNC ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	16,952	$1,987,622
2	MET	Metlife Inc	9,114	$771,135
3	PRU	Prudential Financial Inc	4,239	$457,515
4	LNC	Lincoln National Corp This page	9,715	$343,425
5	MFC	Manulife Financial Corp	8,476	$343,362
6	UNM	Unum Group	2,814	$251,571

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,425	9,715	+1.0%	Shares	Sole	2026-07-08
2026-03-31	$341,510	9,620	-7.3%	Shares	Sole	2026-05-08
2025-12-31	$461,909	10,373	+7.9%	Shares	Sole	2026-02-04
2025-09-30	$387,772	9,615	-0.0%	Shares	Sole	2025-11-03
2025-06-30	$332,713	9,616	-0.2%	Shares	Sole	2025-09-12
2025-03-31	$345,849	9,631	0.0%	Shares	Sole	2025-04-30
2024-12-31	$305,399	9,631	+26.5%	Shares	Sole	2025-01-30
2024-09-30	$239,980	7,616	0.0%	Shares	Sole	2024-10-10
2024-06-30	$236,857	7,616	+0.0%	Shares	Sole	2024-07-10
2024-03-31	$243,146	7,615	0.0%	Shares	Sole	2024-04-25
2023-12-31	$205,376	7,615	-3.4%	Shares	Sole	2024-01-29
2023-06-30	$203,169	7,887	+17.8%	Shares	Sole	2023-07-14
2022-12-31	$205,731	6,697	+5.8%	Shares	Sole	2023-02-09
2022-09-30	$277,818	6,327	-1.6%	Shares	Sole	2022-10-31
2022-06-30	$300,824	6,432	-0.7%	Shares	Sole	2022-08-03
2022-03-31	$423,402	6,478	+0.4%	Shares	Sole	2022-04-28
2021-12-31	$440,618	6,455	-5.8%	Shares	Sole	2022-01-07
2021-09-30	$470,868	6,849	+6.1%	Shares	Sole	2021-11-02
2021-06-30	$405,757	6,457	0.0%	Shares	Sole	2021-07-22
2021-03-31	$402,077	6,457	0.0%	Shares	Sole	2021-04-12
2020-12-31	$324,851	6,457	-11.0%	Shares	Sole	2021-02-11
2020-09-30	$227,299	7,255	-29.9%	Shares	Sole	2020-10-28
2020-06-30	$380,666	10,347	+0.3%	Shares	Sole	2020-07-20
2020-03-31	$271,438	10,313	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.